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Anonymous
Not applicable

Calculate total for month by customer

Hi,

 

I need to calculate the total per month by customer, and that sum needs to be used in a calculated column formula.

 

I have seen this post but when I use it, it looks like it's summing the entire table.

https://community.powerbi.com/t5/Desktop/Calculated-Column-of-Sum-per-Month/td-p/442402

 

Example data set below. I've done a quick mock of what the "Month Total for Customer" should look like.

 

image.png

 

1 ACCEPTED SOLUTION
v-chuncz-msft
Community Support
Community Support

@Anonymous ,

 

You may use DAX below.

Column =
SUMX (
    FILTER (
        Table1,
        Table1[customer] = EARLIER ( Table1[customer] )
            && DATEDIFF ( Table1[day], EARLIER ( Table1[day] ), MONTH ) = 0
    ),
    Table1[sales]
)
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-chuncz-msft
Community Support
Community Support

@Anonymous ,

 

You may use DAX below.

Column =
SUMX (
    FILTER (
        Table1,
        Table1[customer] = EARLIER ( Table1[customer] )
            && DATEDIFF ( Table1[day], EARLIER ( Table1[day] ), MONTH ) = 0
    ),
    Table1[sales]
)
Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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